CRM and M-Files synchronisation by API

Which CRM system are we talking about? We have ready connectors for Salesforce CRM and Microsoft Dynamics 365 CRM if you are using one of those.

Hi Joonas Linkola 

I use Nicoka CRM

It depends upon what the other CRM exposes.  If they have a REST-style API then, as a partner, you could look at the "HOT" tool.

If you do want an immediate call from one to the other then you'd need to write some code inside Nicoka CRM that probably authenticates to our REST API and executes a method to add an object, providing valid metadata for the new object as part of the request.  You could do similar requests when objects are updated and deleted in the CRM too.

Hi Craig Hawker 

This is a RestFull API. Where can I find the "HOT" tool?

Please request access to the partner area:  Partners 

When you can access this: (+) Hybrid Object Type (HOT) - Consulting Wiki - Partners - M-Files Community

I have requested access to the partner area and am awaiting confirmation. Thank you!

I have requested access to the partner area and am awaiting confirmation. Thank you!